Caralee CothamCRD Number: 7073448
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Caralee Cotham (CRD# 7073448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 2 years of experience in the finance industry.
Archer Investment Corporation
Archer Investment Corporation
|Bank Of America, N.a.||Manchester Center, VT||Oct 2020 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Manchester Center, VT||Sep 2020 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Saratoga Springs, NY||Feb 2019 - Jul 2020||1|
|Seasons Restaurant||Manchester, VT||Aug 2018 - Feb 2019||< 1|
|Bobs Diner||Manchester, VT||Aug 2011 - Aug 2018||7|
|Audi Of Melbourne||Melbourne, FL||Dec 2015 - Apr 2016||< 1|
|Servepro||Sunderland, VT||Apr 2015 - Dec 2015||< 1|
|Kinney Audi||Rutland, VT||Jul 2014 - Oct 2014||< 1|
|Bath And Body Works||Rutland, VT||Mar 2013 - Mar 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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